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LTSLX: PRINCIPAL LIFETIME 2015 FUND R-4 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 12/29/2023 |
| 12-Mo. Yield | 2.24% |
| Expenses | 0.91% |
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Performance Analytics (As of 11/25/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 10.2 | -3.3 | 1.0 | 2.8 | 4.9 | 3.7 | 7.7 | 8.3 | -18.4 | 1.3 | 7.6 | 15.8 | -5.0 | 12.8 | 5.2 | -1.5 | 3.2 | 14.6 | 12.6 | -0.3 | 14.1 | 24.4 | -26.9 |
| Sharpe Ratio | NA | 0.61 | -0.79 | -0.15 | 0.16 | NA | 0.24 | 0.29 | 0.62 | -1.71 | 0.16 | 0.56 | 3.1 | -0.92 | 3.67 | 0.73 | -0.21 | 0.52 | 2.22 | 1.76 | -0.03 | 1.11 | 1.28 | -1.16 |
| Draw Down(%) | NA | 3.0 | 22.4 | 23.4 | 23.4 | NA | 43.3 | 3.0 | 6.2 | 18.5 | 7.9 | 17.4 | 2.1 | 10.1 | 1.0 | 5.7 | 7.6 | 4.7 | 5.8 | 6.0 | 14.1 | 9.9 | 19.6 | 40.5 |
| Standard Deviation(%) | NA | 5.9 | 9.1 | 9.5 | 7.9 | NA | 11.3 | 5.4 | 6.6 | 11.7 | 8.3 | 13.0 | 4.6 | 6.9 | 3.3 | 6.9 | 7.1 | 6.1 | 6.6 | 7.2 | 14.3 | 12.7 | 19.0 | 27.9 |
| Treynor Ratio | NA | 0.0 | -0.38 | -0.03 | 0.02 | NA | 0.03 | 0.0 | 0.0 | -0.17 | 0.13 | 0.09 | 0.13 | -0.06 | 0.11 | 0.05 | -0.02 | 0.03 | 0.14 | 0.13 | 0.0 | 0.12 | 0.23 | -0.31 |
| Alpha | NA | NA | -0.02 | -0.01 | 0.0 | NA | 0.0 | NA | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.04 |
| Beta | NA | NA | 0.19 | 0.44 | 0.62 | NA | 0.93 | NA | NA | 1.18 | 0.1 | 0.8 | 1.12 | 1.14 | 1.08 | 1.04 | 1.0 | 0.97 | 1.03 | 0.98 | 1.09 | 1.17 | 1.06 | 1.03 |
| RSquared | NA | 0.0 | 0.03 | 0.17 | 0.33 | NA | 0.73 | 0.0 | 0.0 | 0.36 | 0.03 | 0.49 | 0.94 | 0.95 | 0.88 | 0.98 | 0.97 | 0.73 | 0.92 | 0.92 | 0.98 | 0.98 | 0.88 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 2.4 | 1.6 | 2.3 | 1.7 | 12.9 | 8.0 | 7.6 | 3.4 | 7.7 | 5.5 | 5.4 | 4.5 | 3.4 | 4.4 | 2.5 | 1.4 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 19.9 | -30.5 | 38.9 | -86.3 | 40.0 | 10.8 | 132.8 | -61.0 | 41.4 | 6.8 | 31.2 | 27.4 | -15.4 | 111.0 | 32.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/29/2008
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See Target Date 2011-2015 Asset Class Trend Rankings |
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